Media and Releases

Platform provider Wealthtrac has acquired a competitor's Service Level Agreement (SLA) with ANZ Wealth's Oasis Funds Management. The purchase of Superior Wealth Management Solutions' (SWM) Oasis SLA...

Platform provider Wealthtrac has announced the acquisition of Superior Wealth Management Solutions’ service level agreement with Oasis, increasing the firm’s funds under administration ...

Platform provider Wealthtrac today announced the group had acquired fellow industry participant Superior Wealth Management Solutions’ (SWM) Service Level Agreement with Oasis that will increase Wealthtrac’s funds under administration (FUA), taking its total FUA to more than $1.4billion.

Wealthtrac has seen its funds under advice jump to $1.4 billion following its acquisition of Superior Wealth Management Solution’s service level agreement with Oasis.

Wealthtrac's managing director and chief executive Matthew Johnson shares his thoughts on the growth in the SMSF sector and where the superannuation industry as a whole is headed in the coming decade. 

Platform and wrap provider Wealthtrac has sought to meet the growing use of mobile devices with the launch of a sharable App which it says will allow members of its wrap product to monitor their super on their phone or mobile device.

Wealthtrac has launched an app for its wrap product that will enable Wealthtrac members to monitor their super on their mobile devices.

Platform and wrap provider Wealthtrac has launched a new app for its wrap product that allows members to monitor their super on their mobile device.

Wealthtrac has launched a new mobile application aimed to assist financial planning clients clients access information about the advice industry. Following the release of Wealthtrac’s SMSF shareable app in October in 2013...

Financial services wrap and platform provider Wealthtrac is getting ready to roll out a mobile wrap application following the successful release of its self-managed super fund (SMSF) mobile applica...

Smaller platform providers that focus on technology tend to be unprofitable, capital-intensive and vulnerable to takeovers by the majors, warns Wealthtrac boss Matthew Johnson.

Wrap administration service Wealthtrac has been awarded two 'Four Apples' ratings by research house Chant West for its superannuation master trust product. A Four Apples rating signifies a high-quality product...

Financial services platform and wrap provider Wealthtrac is planning to develop a dedicated app for its wrap offering and transaction access for self-managed superannuation funds (SMSF).

The Australian Taxation Office (ATO) is rising to the challenge of efficiently regulating the self-managed superannuation sector, according to Challenger's chairman of retirement income Jeremy Cooper.

Planners should be articulating the value of advice instead of debating finer points of legislation.

In an effort to better inform trustees as well as its adviser clients, Wealthtrac has launched a mobile app that is designed to deliver news and information to anyone interested in self-managed superannuation.

Wealthtrac has launched a mobile application for professionals and trustees that is designed to deliver news and information regarding SMSFs.

Wealth administration group Wealthtrac has released a wrap-style mobile app which allows users to set up a self-managed superannuation fund (SMSF).

Cloud-based SMSF solution now offering market leading mobile technology Independent wealth product distributor Wealthtrac, has today launched a mobile application that is designed to deliver news and information to anyone interested in self managed super.

Platform provider Wealthtrac has appointed a self-managed superannuation fund (SMSF) sales specialist to develop its business in the potentially lucrative, but hard-to-access DIY super market.

Wealthtrac has appointed a self managed super fund (SMSF) sales specialist as it looks to grow its online platform.

Wealthtrac has appointed a sales specialist for self-managed super funds, as a result of the “phenomenal” growth of the sector.

Wealthtrac, the administration business 60-per-cent owned by financial advisers, is banking on its new self-managed superannuation fund platform to drive growth while it works through regulatory changes impacting its traditional wrap business.

The need for greater protection for self-managed superannuation fund (SMSF) trustees and their advisers from poor investment decisions came into stark focus yesterday when a panel discussion erupte...

Financial planners must expand their skill set to offer advice on linking self managed superannuation funds (SMSFs) to other business structures SMSF Professionals' Association of Australia (SPAA) membership and business development director Richard Magney told an industry panel event yesterday.

SMSF trustees are a challenge and opportunity to advisers who are able to show they can add value to the sector, panellists at a Wealthtrac roundtable said.

Financial services platform and wrap provider Wealthtrac has launched an online administration service for self-managed superannuation funds (SMSF). The new application is cloud-based...

Wealthtrac has launched an administration platform to help advisers meet post-FOFA challenges, the company has announced.

Independent wealth product distributor Wealthtrac launched a new cloud-based SMSF platform that brings together all SMSF administration and reporting needs into one centralised hub.

Wealthtrac launches a cloud-based SMSF platform, retail investors look offshore while ASIC warns securities dealers and the AFA demands amnesty on super tax.

Wealthtrac has re-signed its service level agreement with ANZ Wealth's wholesale platform provider, Oasis Asset Management.